Product Blogs

This is part 1 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP. What is an object in SmartList? It’s the actual item you click to open.

The objects are first sorted by Series, then by Lists. All Lists have a default which is named ‘*’.

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Belinda Allen

Belinda Allen

Today’s post will cover best practices for creating and testing new security roles in Microsoft Dynamics GP!

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Amber Bell

Amber Bell

Management Reporter (MR) is a flexible, dynamic financial report tool found within Microsoft GP. It offers a variety of tools for easy compiling, viewing, and managing financial reports, budget comparisons, and even company consolidation reports. Acting as a replacement for FRx, it has been described as “Moderately Easy” to use, requiring a bit of know-how, but is easily learn-able. It's...

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Jeff Smith

Jeff Smith

SmartList is a widely used tool within Dynamics GP, offering both SmartList Builder and SmartList Designer. Rather than an outright report generator, it is more of an inquiry tool that also offers some reporting functionality. It is fairly easy to use, requiring no real training for its “straight out of the box” functions, though its more advanced features do require a bit of savvy. It is safe...

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Jeff Smith

Jeff Smith

How to delete management reporter historyUntil Microsoft updates Management Reporter to allow bulk delete of historical reports, we need to do it manually. This article will explain one way to do it.

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Steve Erbach

Steve Erbach

A SmartList favorite is a predefined search saved so it is accessible without having to re-enter the search criteria. Favorites can provide you with desired information quickly and in the format you need. You can view them, modify them and create your own.

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Maddison Owen

Maddison Owen

Have you ever been working with a SmartList and needed to add just one more piece of information to make it complete, but when you look for it in the column chooser it is not there?

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Anya Ciecierski

Anya Ciecierski

Management Reporter has a great feature that allows you to look back at previously generated versions of the reports you have in your Report 

Library. This can be a valuable tool for research and to find out what has changed since the last time you ran your financial statements. However, if you have been using Management Reporter for any length of time, the volume of previous versions can...

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Windi Epperson

Windi Epperson

“Ok, so we bought this excellent BI tool to visualize our data.”

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Warwick Leitch

Warwick Leitch

We are often asked how to set up a new user within Dynamics GP.

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Eric Jackson

Eric Jackson

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